Before joining RBC Wealth Management in 2013, I worked at Oppenheimer & Co. as the Managing Director of Investments. I bring almost 25 years of financial services experience working with high-net-worth individuals and families, non-profits organizations and corporations. Prior to working at Oppenheimer, I was the CEO of Boland Wealth Management, and I also spent time at UBS and Neuberger Berman.
I earned a Bachelor of Arts from the University of Missouri and have passed the Series 7, 24, 63 and 65 exams, as well as being a licensed life insurance agent. I am also a member of RBC Wealth Management's prestigious Directors Council.
